Truepoint Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,300
Closed -$206K 163
2022
Q1
$206K Buy
+4,300
New +$210K 0.01% 133

Other funds holding DFSD

Truepoint Inc's DFSD Position: Q2 2022 in Review

Truepoint Inc sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2022, closing a stake of 4,300 shares — an estimated $206K sold.

Truepoint Inc first reported a position in DFSD in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 68 funds tracked by Wall St. Rank hold DFSD as of Q2 2022.

  • Truepoint Inc reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
  • Truepoint Inc sold 4,300 Dimensional Short-Duration Fixed Income ETF shares in Q2 2022, an estimated $206K.
  • Truepoint Inc first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2022 and held it in 1 quarter.
  • Truepoint Inc's Dimensional Short-Duration Fixed Income ETF position peaked at $206K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2022.

Based on Truepoint Inc's 13F filing for Q2 2022, filed 8 Aug 2022.